Franklin India Equity Advantage-IDCW

Fund Category: Large & MidCap

Fund Category Large & MidCap

Very High Equity IDCW

2 Morning Star

3 Value Research

NAV( 29 May 2025)

₹ 21.18

3.4%

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Franklin India Equity Advantage-IDCW

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Performance

17.79%3y Returns

0.41% 1D Returns

Investment details

Min SIP amount

₹ 500
Min Lumpsum

₹ 5000
Lock In

0
Expense ratio

2.03%
Exit load

1% Exit load of 1% if redeemed within 1 year

L After 365 days

Fund details

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Fund size

₹ 3,375 Cr
Plan

REGULAR
Launch date

17 Jan 2005
Fund type

OPEN
Fund benchmark

NIFTY Large Midcap 250 Total Return Index
ISIN

INF090I01197

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Apollo Hospitals Enterprise Ltd	1.99%
Ashok Leyland Ltd	1.52%
Axis Bank Ltd	2.77%
APL Apollo Tubes Ltd	1.69%
Brigade Enterprises Ltd	2.07%
Colgate-Palmolive (India) Ltd	1.98%
Cummins India Ltd	1.98%
Aadhar Housing Finance Ltd	1.17%
Godrej Agrovet Ltd	1.36%
Godrej Consumer Products Ltd	2.64%
Godrej Properties Ltd	1.53%
Grasim Industries Ltd	2.33%
HCL Technologies Ltd	1.25%
HDFC Bank Ltd	2.45%
Hexaware Technologies Ltd	1.58%
Hindalco Industries Ltd	1.17%
ICICI Bank Ltd	2.34%
JB Chemicals & Pharmaceuticals Ltd	1.0%
Kotak Mahindra Bank Ltd	2.16%
Mahindra & Mahindra Ltd	2.7%
Max Financial Services Ltd	1.81%
Coforge Ltd	1.81%
Reliance Industries Ltd	3.18%
SKF India Ltd	1.13%
Tata Consultancy Services Ltd	2.97%
Tata Motors Ltd	1.44%
Tata Power Company Ltd	1.36%
Tata Consumer Products Ltd	2.21%
Timken India Ltd	1.6%
Torrent Pharmaceuticals Ltd	2.06%
Trent Ltd	1.52%
United Breweries Ltd	0.44%
Jubilant FoodWorks Ltd	1.57%
Persistent Systems Ltd	2.16%
AU Small Finance Bank Ltd	2.9%
Cash/Net Current Assets	2.5%
Interglobe Aviation Ltd	1.04%
Crompton Greaves Consumer Electricals Ltd	1.35%
Endurance Technologies Ltd	1.96%
Tube Investments Of India Ltd	0.88%
SBI Life Insurance Company Ltd	2.43%
ICICI Lombard General Insurance Comapny Ltd	2.09%
India Shelter Finance Corporation Ltd	1.6%
360 One Wam Ltd	1.21%
SBI Cards & Payments Services Ltd	1.47%
Max Healthcare Institute Ltd	1.98%
Sona BLW Precision Forgings Ltd	1.87%
Eternal Ltd	2.84%
PB Fintech Ltd	1.47%
Motherson Sumi Wiring India Ltd	1.23%
Kaynes Technology India Ltd	1.38%
Mankind Pharma Ltd	1.07%
JSW Infrastructure Ltd	1.49%
Hyundai Motor India Ltd	2.0%
Swiggy Ltd	2.28%

Sectors

Company	Allocation %
Others	2.50%
Automobile	13.60%
Construction	3.60%
Consumer Staples	8.63%
Materials	2.33%
Financial	19.88%
Capital Goods	6.09%
Consumer Discretionary	1.35%
Services	12.21%
Energy	4.54%
Technology	9.77%
Insurance	4.52%
Metals & Mining	2.86%
Healthcare	8.10%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

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Franklin Templeton Mutual Fund >

Contact Information

Address:

Email:
Website

http://www.franklintempletonindia.com
Phone:

Funds Offered

44
AUM

₹ 1,14,058 Cr
Website

http://www.franklintempletonindia.com

About

Franklin Templeton's association with India dates back to over 2 decades as an investor. As part of the group's major thrust on investing in markets around the world, the India office was set up in 1996 as Templeton Asset Management India Pvt. Limited.�It flagged off the mutual fund business with the launch of Templeton India Growth Fund in September 1996, and since then the business has grown at a steady pace.

Fund Manager

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R Janakiraman

Funds Offered

9
AUM

₹ 72,991 Cr
Highest Return

33.97%

About

R Janakiraman Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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Frequently Asked Questions

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What is the current NAV of Franklin India Equity Advantage-IDCW?

The current NAV of Franklin India Equity Advantage-IDCW is ₹ 21.1773

How much does Franklin India Equity Advantage-IDCW charge as expense ratio?

The expense ratio of Franklin India Equity Advantage-IDCW is 2.03%

How to Redeem Franklin India Equity Advantage-IDCW Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Franklin India Equity Advantage-IDCW?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

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Can I invest in Franklin India Equity Advantage-IDCW through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Franklin India Equity Advantage-IDCW based on your investment objective and risk profile.

What is the return of Franklin India Equity Advantage-IDCW?

For Franklin India Equity Advantage-IDCW, 3-year return is 17.79% per annum and 5-year return is 25.93% per annum. Check the return performance in detail on the page.